See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,539 | $152,587+59.0% | $125,175+93.8% | $152,861+58.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.29% | 54.84%-30.5pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,583 | $4,946-47.8% | $3,865-33.2% | $4,762-45.8% |
| Participant deferral / active EE | $8,043 | $5,868+37.1% | $4,937+62.9% | $5,850+37.5% |
| Admin fee / account holder | $13,723 | $13,434+2.1% | $9,702+41.4% | $11,596+18.3% |